MMD β€” MAINSTAY MACKAY

Ownership history in WEDBUSH SECURITIES INC  Β·  10 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported MAINSTAY MACKAY (MMD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows MMD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in MAINSTAY MACKAY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEDBUSH SECURITIES INC held MMD β€” position size vs. price
% of Fund (quarterly)    MMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 30,822 -1,250 -3.9% 0.01% $458 2026-04-21 $15.17
2025 Q4 REDUCED 32,072 -335 -1.0% 0.01% $477K 2026-02-12 $15.50
2025 Q3 REDUCED 32,407 -1,400 -4.1% 0.02% $490K 2025-11-06 $14.73
2025 Q2 REDUCED 33,807 -700 -2.0% 0.02% $500K 2025-08-06 $14.16
2025 Q1 UNCHANGED 34,507 β€” 0% 0.02% $520K 2025-05-06 $14.04
2024 Q4 REDUCED 34,507 -1,200 -3.4% 0.02% $515K 2025-02-13 $14.35
2024 Q3 UNCHANGED 35,707 β€” 0% 0.02% $602K 2024-11-08 $15.48
2024 Q2 UNCHANGED 35,707 β€” 0% 0.02% $592K 2024-08-07 $15.47
2024 Q1 UNCHANGED 35,707 β€” 0% 0.02% $584K 2024-05-15 $14.89
2023 Q4 INITIATED 35,707 β€” β€” 0.03% $580K 2024-02-12 $14.90

FAQ About WEDBUSH SECURITIES INC and MMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDBUSH SECURITIES INC reported owning MMD?

WEDBUSH SECURITIES INC reported MMD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMD position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for MMD was 0.03% in 2023 Q4.

What is the latest reported MMD position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 30,822 shares, equal to 0.01% of portfolio, with an estimated market value of $458.

What does the chart on this MMD ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly MMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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